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Legacy Trust
Legacy Trust is an institution, managing $507.2M across 188 long positions as of Q3 2025 with AAPL as the largest holding (6% allocation).
- Portfolio Value
- $507.2M
- Positions
- 188
- Top Holding
- AAPL at 6.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Legacy Trust's portfolio (34.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $31.3M | 6.16% | +$11.5M Bought | 0.00% 122.8K shares | |
ETF ETF | $25.0M | 4.94% | +$952.4K Bought | — 37.4K shares | |
Software - Infrastructure Technology | $22.2M | 4.38% | +$2.8M Bought | 0.00% 42.9K shares | |
Semiconductors Technology | $16.7M | 3.29% | +$11.7M Bought | 0.00% 89.5K shares | |
Rental & Leasing Services Industrials | $16.5M | 3.25% | -$203.3K Sold | 0.03% 17.3K shares | |
Software - Infrastructure Technology | $13.4M | 2.64% | -$61.3K Sold | 0.01% 65.7K shares | |
Internet Content & Information Communication Services | $13.0M | 2.56% | +$772.8K Bought | 0.00% 53.4K shares | |
Banks - Diversified Financial Services | $12.3M | 2.43% | +$928.0K Bought | 0.00% 39.1K shares | |
Financial - Capital Markets Financial Services | $12.3M | 2.42% | -$339.2K Sold | 0.01% 15.4K shares | |
Semiconductors Technology | $12.2M | 2.40% | +$642.9K Bought | — 43.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Trust's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-22.57% | |
-20.33% | |
-20.3% |
Analytics
Portfolio insights and performance metrics for Legacy Trust
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